Property & Portfolio Management
Long-term, professional stewardship of single buildings and small portfolios for private owners and family offices. Maintenance held under control, statutory compliance maintained, contractors managed properly, accounts clean.
What ongoing stewardship looks like.
Most prime London property is not professionally managed. The owner manages it personally, the housekeeper raises issues, and contractors are appointed reactively. The result is unpredictable expenditure, deferred maintenance, and avoidable failures.
Property and portfolio management replaces that pattern with structure. We hold the maintenance schedule, the contractor relationships and the compliance calendar; we visit at agreed intervals; we report in writing; and we hold one accountable point of contact for the building.
What we manage.
Planned maintenance
A schedule of recurring works (gutters, gas, electrical testing, drainage, decorations) with timings and budgets.
Reactive maintenance
A defined first-call route for issues that arise, with a contractor list of known quality.
Statutory compliance
Gas, electrical, fire, asbestos, EPC, where relevant: tracked, renewed and recorded.
Capital projects
Larger works (roof renewal, mechanical replacement, façade) procured and managed properly.
Reporting
A quarterly written report and an annual budget meeting.
Who this suits.
Private owners
Of one or two prime homes, often with international travel, who do not want to be the building manager.
Family offices
Holding a principal’s residences and a small residential portfolio.
Buyers post-acquisition
Where we have acted on the acquisition and the client wishes to continue the relationship into stewardship.
International owners
Where the property is in London and the owner is not.
The first ninety days.
Audit
A structured walk of the building, a review of recent works and compliance records, and a written baseline.
Plan
A two-year planned maintenance schedule with budget figures. We propose, the client signs off.
Procurement
Where contractors are needed, we tender on a like-for-like basis.
Operate
Quarterly inspections, written reporting, single point of contact for the client.
A planned-maintenance approach typically reduces total annual expenditure on a prime London property by between 10 and 25 per cent in the first two years, simply by replacing reactive callouts with scheduled work.
Frequently asked.
Are you a managing agent?
No. Managing agents typically act for landlords of let property and earn from the service charge. We act for owner-occupiers and family offices on owned property, on a clear fee, with no income from contractors or suppliers.
Do you take commissions from contractors?
No. Our entire fee is paid by the client. Contractors are tendered on a like-for-like basis and the client signs the contract directly.
What is the typical fee structure?
An annual retainer based on the scale of the portfolio, plus agreed project fees for capital works. Both are quoted in writing before instruction.
Can you take over an existing relationship?
Yes. Many engagements begin with the client wishing to professionalise an arrangement they have outgrown. The transition is straightforward.
Will you visit if there is a problem?
Yes. Reactive visits are part of the engagement. The contract specifies response times.
Other services our clients ask for.
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Tell us the building, the current arrangement and what is or is not working. We come back the same working day with a proposal.